Williams Jones Wealth Management, Llc. Ugi Corp Transaction History

Williams Jones Wealth Management, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$21.92 - $25.56 $43,840 - $51,120	-2,000 Reduced 16.57%	10,068 $247,000
Q4 2023 Feb 14, 2024	SELL	$20.26 - $24.87 $29,377 - $36,061	-1,450 Reduced 10.73%	12,068 $296,000
Q3 2021 Nov 15, 2021	SELL	$42.18 - $48.09 $1,012 - $1,154	-24 Reduced 0.18%	13,518 $576,000
Q1 2021 May 17, 2021	BUY	$34.79 - $41.84 $834 - $1,004	24 Added 0.18%	13,542 $555,000
Q1 2020 May 15, 2020	SELL	$22.92 - $44.76 $8,915 - $17,411	-389 Reduced 2.8%	13,518 $361,000
Q4 2019 Feb 14, 2020	SELL	$41.44 - $49.3 $15,581 - $18,536	-376 Reduced 2.63%	13,907 $628,000
Q3 2019 Nov 14, 2019	BUY	$46.5 - $53.99 $664,159 - $771,139	14,283 New	14,283 $718,000

517

165M

1.26M

2.04M

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $5.97B
Description
UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...

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